Regional Insurance Sales Manager (Life and Annuity)

Regional Insurance Sales Manager (Life and Annuity)

First American Insurance Underwriters

Needham, MA

For more than 35 years, First American Insurance Underwriters (FAIU), an Integrity company, has been a leading national insurance brokerage general agency dedicated to providing great service, solutions, education, and partnership to independent insurance advisors, brokers, and financial institutions.

Job Summary

We are looking for an eager, self-starting brokerage manager to help grow our business. This role functions as a consultative Account Executive and External Wholesaler, responsible for driving production through independent advisors within an assigned territory.

Candidates should have an entrepreneurial spirit and demonstrated selling attributes/techniques. The ideal sales leader will have experience selling life, annuity, long-term care and disability insurance products to insurance brokers, financial advisors, independent broker dealers, and property & casualty providers.

The brokerage manager will own the full selling lifecycle, which includes building a network of contacts within the insurance and financial services industry, targeting strategic accounts, managing the sales process, and closing opportunities.

Primary Responsibilities:

• Build and manage a book of 100-200 active advisors. Able to increase sales from current book of advisors

• Pro-actively engage prospects, understand customer needs and develop consultative sales and account management strategies to penetrate new accounts

• Work closely with internal sales support to develop winning sales proposals for customers

• Develop and maintain long and short range sales plans. Provide accurate sales forecasting

• Track new case processing from submission through completion

• Monitor, analyze, and communicate monthly sales data to contribute to product/service planning

• Develop and enhance industry and product knowledge to effectively communicate and build credibility with independent agents and financial advisors

Primary Skills & Requirements:

• 3+ years’ experience in an increasingly responsible sales role

• Self-starter with a proven track record of exceptional performance exceeding goals on a continuous basis

• Experience brokering life, annuity, long-term care and disability insurance products preferred

• Strong negotiation and problem solving skills

• Excellent consultative sales and customer relation skills

• Articulate and persuasive communicator (both written and oral)

• Experience building and managing a sales pipeline using a CRM solution

• Proficiency in Microsoft Office

• Must possess a strong work ethic, a positive attitude, good organizational skills, account management skills, ability to energetically drive the sales process and be detail oriented

• Conduct oneself with a focus on service excellence, fair dealing, and client-first decision making

Salary Range

• The general pay scale for this open position is a base pay of $65-75K annually, plus performance incentives.  Pay for a selected candidate will be determined within the pay scale based on one or more of the following factors: candidate’s experience, skill set, education level, and/or location.

Benefits Available

• Medical/Dental/Vision Insurance

• 401(k) Retirement Plan

• Paid Holidays

• PTO

• Community Service PTO

• FSA/HSA

• Life Insurance

• Short-Term and Long-Term Disability

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.